Anne Chernish
Anchor Capital Management · Ithaca, New York
Anne Chernish is a fee-only financial advisor at Anchor Capital Management in Ithaca, New York, who holds the CFP credential. Anne focuses on retirement planning, tax planning and estate & legacy planning. Anchor Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Anchor Capital Management |
|---|---|
| Based in | Ithaca, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $61.2M across 70 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1264961 |
| Exams passed | Series 63 (1984) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.anchorithaca.com |
| Profile |
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Questions about Anne
Is Anne Chernish a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anne holds no broker registration, and Anchor Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anne charge for financial advice?
Anne's firm, Anchor Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anne Chernish based?
Anne Chernish is based in Ithaca, New York.
What does Anne specialize in?
Anne's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Anne works with multi-generational families.
What credentials does Anne Chernish hold?
Anne Chernish holds the CFP credential.
Is Anne Chernish registered with the SEC?
Yes. Anne Chernish is registered as an investment adviser representative in TX (CRD 1264961), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Anchor Capital Management manage?
Anchor Capital Management reports $61.2M across 70 accounts in assets under management.
How do I contact Anne Chernish?
Through Anne's website, www.anchorithaca.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Anchor Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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